Insurance VA 5+ Years Experience | CSR & Quotes Specialist

Overview

Looking for full-time work (8 hours/day)

at $5.79/hour ($1,120.00/month)

Bachelors degree

Last Active

July 11th, 2026 (5 days ago)

Member Since

May 20th, 2019

Profile Description

Hey, I'm Paulo Villapando, 39 years old and I work as a Virtual Assistant | Customer Service Manager for a respectable Insurance Agent in the U.S.

I have a decade of experience in Insurance Industry particularly handling Auto, Property and Contractor's All Risk Insurance.

I've been a Customer Service Representative / Virtual Assistant for more than 4 years now

My duties includes:
Phone Support
-Review quality report card of CSR from the calls they scored themselves on and review it with them after you listen to it. 
-Weekly review to see how many calls we missed, how many went to VM’s,
-Daily review to make sure all texts and emails were responded to

Binding new policies and CXWRs

Requotes
-Weekly spot check a few requotes in renewal stage to make sure they are in right stage as far as over or under 20% increase. 
-For the finished quotes check for accuracy before you call the client to review -Daily check to make sure clients are not sitting over 48 hours in a stage without the quote being presented to them-Spot check a few a week on requotes to make sure they are accurate

Policy Change/Service
-Spot check policy changes to make sure they are done correctly informing CSR of any errors committed-Daily check to make sure all policy changes are being completed and are not sitting in a stage over a day.  
-Check their emails sent to client to make sure the grammar and spelling is correct and that the communication is clear.

Reports-Daily check to make sure no client has been in pending cancel for more than 48 hours without being called. -Call any client that is in pending cancel or has been canceled that we have not been able to connect with.

-Processing of quotes for Auto, Home and Umbrella via EZlynx
-Requotes for accounts that renewal premiums increased more than 20%
-Cancel re-writes
-Service request (Insureds, Mortgage Companies, Lien holders)
-Inbound calls
-Email management
-Cancellations

Other Skills:
-HTML
-CSS
-Basic Python

I'm a team player, quick learner and I work really hard to finish a task with minimal supervision.
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